Wealth & Investment Management Intern

About this role: Wells Fargo is seeking talent to join the 2027 Wealth and Investment Management Summer Internship Program. Learn more about the career areas and lines of business at wellsfargojobs.com

Business Overview

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

• Building enduring client relationships through sound, thoughtful, and objective advice
• Developing individualized plans for clients to help meet their financial objectives
• Helping clients build, manage, preserve, and transition their financial resources and wealth

Program Overview

WIM Early Careers seeks to attract, develop, and retain exceptional rising-senior students to Wealth & Investment Management. Our goal is to build bench strength and further strengthen our workforce within WIM. #earlycareers

Over the course of ten-week summer program, participants will have the opportunity to:

• Gain on-the-job experience: Working as part of a high-performing team in your business group, you will gain in-depth experience as an intern. You will begin to build your analytical and interpersonal communication skills by actively participating in your team’s day-to-day activities.
• Receive professional support: You will be matched with a colleague who will be available to answer your questions, help you through challenging situations, and give you feedback throughout the course of the summer. You will also have the support of a program manager and functional cohort to support you through your intern experience.
• Benefit from a virtual speaker series: Wells Fargo’s top leaders provide insight into how to make the most of your summer experience, share their career paths, tips and advice, while also sharing trends in the financial and functional spaces they serve.
• Take part in organization networking activities: We promote community involvement and networking with other summer interns and full-time analysts across other programs. You will have the opportunity to create lasting professional relationships, build your network, and take advantage of a dynamic and rapidly growing workforce.

Multiple intern positions will be available throughout WIM’s businesses listed below, offering hands-on experience in the fields of investment management, financial analytics, project management, consulting, and beyond in a “home office” or “middle/back office” environment.

• Banking, Lending & Trust (BL&T):  Center of Excellence providing access to highly experienced and credentialed professionals that deliver cash management, complex custom credit, and trust services directly to clients. Our bankers and trust specialists are typically part of a relationship-based team and work together to deliver a "white glove" service and best-in-class products to Wells Fargo's high-net-worth clients.
• Investment Solutions: Center of Excellence that provides WIM's investment expertise, solutions, and product offerings. This includes Wells Fargo Investment Institute, which creates core investment strategies, investment research, and other forms of intellectual capital to support WIM.
• Client Relationship Group:  The Client Relationship Group (CRG) partners with branch and advisor channels to drive client retention, growth, and efficient servicing. The group enables success at scale by providing field leadership, sales support, recruiting, platform enablement, and supervisory coordination to help advisors and teams effectively acquire, onboard, serve, and retain clients.
• Other WIM lines of business include – AI & Data Management, Digital & Direct Investing, and Shared Services and Branch Support.

The WIM Intern Program is a pipeline program where successful interns may receive an offer to return the following year to join the full-time Wealth & Investment Management Development Program. 

Program Duration: Summer 2027. 10-weeks, full-time schedule.

Program Locations: The WIM Intern Program offers multiple opportunities across the business in locations aligned to our headquarters locations: Charlotte, NC and St. Louis, MO. The position locations are determined by business need, are tied to the business function, and are not flexible. Applicants are encouraged to be open to relocation for the summer, for which a small stipend is provided.

In this role you will:

• Interact with leaders at all levels of the organization including senior management, direct team members, individual contributors, and vendors.
• Provide customer service to clients and internal employees as needed and appropriate.
• Understand processes and workflows to make recommendations for process improvements.
• Bring closure to issues, questions, and requests. Solve problems independently.
• Understand business needs and provide possible solutions by explaining in clear verbal and/or written communications to customers and/or management.
• Consistently learn new systems, applications, processes, and techniques.
• Lead or participate in projects or support activities, which are moderate in size and organization span.

Required Qualifications:

• 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Must be currently pursuing a bachelor's degree in Finance, Business Administration, Economics, Accounting, Financial Planning or related field with an expected graduation date of December 2027-June 2028
• Ability to use critical thinking and basic data analysis to evaluate financial, economic, or investment decisions; shows curiosity, adaptability, and a strong learning mindset.
• Demonstrates initiative, delivers high-quality work, and supports product and operational excellence with a strong understanding of business impact
• Works effectively in teams, communicates clearly, builds strong relationships, and contributes to an inclusive environment while actively seeking and applying feedback
• Demonstrates understanding of business and financial concepts to support investment and product strategies and contribute to client-focused outcomes through coursework, projects, or internships
• Demonstrates integrity and sound judgment while identifying and managing risk in academic, professional, or project-based settings
• Active participation in extracurricular or enrichment activities, including leadership, volunteer, or student organization experience

Job Expectations

• Ability to travel 5% or more of the time

Visa Sponsorship

Wells Fargo only considers candidates who are presently authorized to work for any employer in the United States and who do not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.

FINRA/Associated Person (AP)

This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.